SCWM, LLC
Firm details
- Headquarters
- PORTLAND, Oregon
- CRD number
- 342323
- Registered since
- May 21, 2026
- Fee structure
- Percentage of AUM, Hourly Charges
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Scwm, LLC is a newly formed limited liability company that registered with the SEC in 2026 and positions itself as a capital allocator. Its advisory scope centers on financial planning and discretionary portfolio management for individuals and small businesses, with pension consulting and the selection of other advisers listed among its services. The firm charges clients on a percentage-of-AUM basis and also offers hourly billing. Scwm is not identified as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
PORTLAND, OR
WASHINGTON
Location
PORTLAND, OR
Headquartered in PORTLAND, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- WASHINGTON
- Address
- 6650 SW Redwood Ln
- Time zone
- PT (UTC-8)
- Office locations
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